More Options & Better Performance: Tallie Expense Report Software 10.10 Release Notes

Fresh on the heels of our updated expense report app for iOS and Android, we’re happy to announce the release of Tallie expense report software v10.10. We focused on giving our account administrators a greater range of options for managing Tallie accounts and spent quite a bit of time improving overall Tallie performance. Additionally, we’ve released a brand new status page at status.tallie.com, which you can use to track Tallie uptime. If you’d like to be the first to know about our scheduled maintenance or performance issues, subscribe to updates on that page. Here are some more details on the release:

Drop-Down Menu Performance

When it’s time to code your expenses to classes, projects and other accounting list data, you want the process to be quick and painless. We’ve introduced a few solutions to help you along.

Tallie Expense Report Software Improved Drop Down Menu Performance

Visual Display of Relationships
Let’s say you have multiple layers of projects, departments or locations. We now help you sort through this data by displaying parent-child relationships with visual indentation in the lists.

Search by Parent Project
For our customers who use the Tallie projects list to manage multiple jobs for each of their clients, we’ve built the ability to search for sub-projects by the parent name.

Accounting Code Display
If your company uses codes to reference classes, locations, customers and any other list data, we’ll show those codes to you in the drop down menu as well.

Billable Feature Controller

We originally built Tallie with professional service providers in mind, giving them powerful tools to track expenses against customers and jobs, as well as the flexibility to bill expenses directly back to clients. As it turns out, many of our customers who love Tallie actually don’t have any need for these project billing features. With this release, we’re offering the ability to hide this functionality for all your users, right from the Features page in the Company Preferences area of Tallie Settings.

Tallie Expense Report Software Billable Feature Controller

Integrations Performance

Tallie’s best in class direct integrations with QuickBooks, QuickBooks Online, Bill.com, Intacct and Xero are constantly being tuned and improved. Plus, our recently released scheduled file data transfer integrations for other accounting and practice management systems are getting regular improvements as well. Here are a few of the enhancements we offer with this release:

Tallie Expense Report Software Syncs with Bill.com and QuickBooks Online

Certified Support for Bill.com’s Sync 2.0 for QuickBooks Online
Tallie is the only expense report software offering simultaneous integration with both Bill.com and an accounting system. Bill.com recently upgraded their support for QuickBooks Online, and this release guarantees simultaneous support for customers using the Sync 2.0 between Bill.com and QuickBooks Online. Plus, we’re now ensuring that Tallie always syncs with both QuickBooks Online and Bill.com, even if your Tallie environment is configured to export only to Bill.com.

Fewer Sync Errors
Tallie uses sync errors to communicate when issues need to be addressed in communicating with other systems, but sometimes the sync errors can be extra unnecessary information. We’ve suppressed some of these basic errors so you can enjoy Tallie without the extra chatter.

Improved Processing of Massive Files
We have a few customers who use our file data transfer integration to send tens of thousands of projects to Tallie from their practice management systems. We’ve updated how we work through those files to get better performance than before.

Feature Improvements

In addition, we made a couple of additional functional improvements to Tallie. They include:

  • More improvements were made to the duplicate detection algorithm to make it more accurate
  • We added two new currencies: Vietnamese Dong and Mozambican Meticals
  • We’ve begun a process to help resolve issues with duplicated transactions delivered to Tallie from credit card bank transaction feeds. This release should provide some improvement, with more to come.

Bug Fixes

There were also quite a few small issues resolved in this release. They include:

  • Custom payment memo is applied to item-mapped credit card transactions in Xero, QuickBooks Online and QuickBooks Desktop
  • When exporting paid bills to BIll.com, the invoice date now always matches the process date
  • Some customers reported issues in viewing HTML receipts after export to Bill.com. We’ve resolved that issue.
  • Our usage graph that we provide in the Billing area to track your usage to date showed a false spike half way through last month. We’ve resolved that issue as well.

We love to hear from you — even if it’s just to say hi. Let us know how these updates to our expense report software help your team. Reach out to our Product Expert team at support@usetallie.com or by calling 888-874-1118 Ext 2.

Time to upgrade! Tallie Expense Report App v3.3 Released for Android & iOS

Celebrate the season with updated Tallie apps just in time for the holidays! Our new expense report app for Android and iOS features enhanced stability in low connectivity environments, manual select-to-merge features and the option to share to Tallie from your camera library. Go ahead and upgrade your app*, you deserve it.

*Depending on your operating system there may be a delay in availability, so please be on the look out over the next week or so.

Select-to-Merge Expenses in the App

Let’s say you’ve got a receipt and a matching credit card charge that you would like to merge into one expense? Simply select both expenses by tapping on the circular icon on the left side of the screen, then tap to merge. In the iOS app, this option will appear on the bottom of your screen. In the Android app, it will either appear in the header or the overflow menu, depending on your screen width.

Select to merge functionality in the Tallie expense report app for iOS

Selecting more than one expense in the iOS app causes the expense functions to appear on the bottom of the screen. These include, select all, merge, move to report, and delete.

 

Select to merge in the Tallie expense report app for Android

In narrower Android screens, the merge function appears in the overflow menu.

 

Share Images to the Tallie Expense Report App

We’ve configured Tallie to work with the share functions of both iOS and Android camera libraries. On both iOS and Android it’s quick and easy to access the camera from the lock screen. Now, you can take receipt photos with your basic phone or tablet camera as you incur them, then batch import them into Tallie using the share functionality.

Share to Tallie from your iPhone or iPad…

Share receipts from the iOS camera to the Tallie Expense Report App

From your camera roll, select multiple images, tap the Tallie icon, then select the destination expense report.

Share to Tallie from your Android phone or tablet…

Share receipts from your Android camera to the Tallie Expense Report App

From your camera library, select your images, then tap the share icon. Select Tallie from the app list, then select the destination expense report.

Bug fixes!

Each time you update your apps you might notice notes from developers that tell you about bug fixes. What do we mean by that? Well, a bug is an issue with a piece of software that prevents the software from completing an intended function. We conduct extensive testing here at Tallie before we release updates to our expense report software and expense report apps, but thanks to some wonderful feedback from our customers, we’ve found a few ways that we can improve. Here’s a high level list of the bugs we fixed with this update:

  • Reliability and stability of the apps has been greatly improved when connectivity is low
  • Some customers experienced long delay in loading the app
  • Some customers experienced long delays in searching for results in project lists
  • Some customers who used long names for their project, department, location, class or customer lists were not able to see the full name

Happy holidays from Tallie!

We love your feedback, because it helps us improve the experience for everyone. Let us know how these updates to our expense report app experience help your workflow. Reach out to our Product Expert team at support@usetallie.com or by calling 888-874-1118 Ext 2.

HoganTaylor Deploys Tallie as Expense Report Software Solution

Leading Accounting Firm Deploys Tallie for Firm-Wide Use

SAN FRANCISCO, CA – December 2, 2015 – Tallie, the leading mobile SaaS expense report software innovator, today announced that HoganTaylor LLP, one of the nation’s leading regional accounting firms, has deployed Tallie for firm-wide internal use.

“In evaluating expense report software solutions, our critical decision points were recapturing wasted administrative time for our professionals without compromising accuracy, workflow or process,” said Steve Perkins, HoganTaylor’s Chief Information Officer. “By our estimates, Tallie saves us approximately two hours a month per professional in expense handling and reporting time. We are seeing an immediate and meaningful ROI”.

Perkins adds, “After completing our extensive selection process, we found Tallie to be best in class for both our professionals in the field and back-office. Tallie shares our vision of leveraging technology to provide businesses with the fastest, most efficient and cost-effective accounting solution possible. They worked closely with our team to build a fully-integrated, end-to-end workflow that includes interfaces with our practice management, general ledger and banking systems. We are very pleased with the outcome.”

“HoganTaylor is well known for providing industry-leading service. Their philosophy and business vision are exceptional and it shows in everything they do”, said Chris Farrell, CEO of Tallie. “We are very pleased to support them in their mission and look forward to meeting their evolving and growing needs.”

Tallie is an efficient, accurate expense reporting and management system that automates the expense reporting process with smart features such as rapid receipt processing, auto-categorization of expenses and credit card/receipt auto-match. In addition, Tallie’s deep accounting, practice management and bill payment software integrations dramatically reduce the burden for accounting staff.

For more Tallie news, visit the Company press room, Blog, watch video and follow on Facebook, LinkedIn, Twitter, Google+ and YouTube.

 

About Tallie

Tallie is the leading mobile SaaS expense report software innovator and enabler of the complete cloud-based accounting ecosystem.  In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, it has developed mobile expense report software for comprehensive data capture, intelligent transaction categorization, robust approval controls and seamless software integration.  Tallie was recognized for technology leadership by: CPA Practice Advisor, Inc. Magazine and The Sleeter Group. www.tallie.com

About HoganTaylor

HoganTaylor LLP is one of the largest public accounting firms in the Oklahoma and Arkansas region with offices in Tulsa, Oklahoma City, Fayetteville and Little Rock. The firm was ranked number 113 in the 2015 Inside Public Accounting’s “IPA 200” list, which ranks the nation’s largest accounting firms by U.S. net revenue.  HoganTaylor provides comprehensive tax, assurance, accounting, risk and business advisory and CFO services and has extensive experience in a variety of industry sectors.

Tallie Contact:

Nick Kormeluk, Chief Operating Officer
949-500-0003
nick@tallie.com

Tallie Expense Report Software December Training Schedule

Throughout the month of December, we’re offering free weekly webinars to ensure you get the most out of our expense report software.

These webinars provide free training for employees, managers, and accountants alike. Lasting between 15 and 30 minutes, each training session is packed with information ranging from product guidance to live Q&A with Tallie Product Experts. Take advantage of our special webinar topics available only in December! Tune in next month for more special webinars.

Register for a free December webinar below!

TALLIE USER TRAINING

  1. Walk through the creation of a Tallie expense report.
  2. Share the tips and tricks to create your expense report in a few minutes.
  3. Answer any and every Tallie question you have.

Register:

Tuesday 12/1 8:30 – 9:00 am PST

Tuesday 12/8 8:30 – 9:00 am PST

Tuesday 12/15 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 12/22 8:30 – 9:00 am PST

Tuesday 12/29 8:30 – 9:00 am PST

ADMINISTRATOR TRAINING

  1. Walk through how to set custom policies and approval levels within Tallie.
  2. Show how Tallie streamlines your expense workflow with multi-point data export and bi-directional accounting system integration.
  3. Answer any and every Tallie question you have.

Register:

Thursday 12/3 8:30 – 9:00 am PST

APPROVER TRAINING

  1. Walk through the expense report approval process within Tallie.
  2. Show the expense report edit feature for specified approvers.
  3. Answer any and every Tallie question you have.

Register:

Thursday 12/17 8:30 – 9:00 am PST

ACCOUNTANT TRAINING

  1. Provide a tour of the Tallie Accountant Portal.
  2. Walk through the client account management process within the Accountant Portal.
  3. Show how Tallie streamlines your accounting workflow with 1-click multi-point export and bi-directional accounting system integration.
  4. Answer any and every Tallie question you have.

Register:

Thursday 12/10 8:30 – 9:00 am PST

If you have any questions about Tallie’s expense report software between now and your chosen training webinar, please don’t hesitate to contact our Product Expert Team directly at support@usetallie.com or 888-874-1118 Ext 2. We hope to see you there!

Supercharged Duplicate Detection & Automated Data Transfer: Tallie Expense Report Software 10.9 Release Notes

It’s getting well into fall and we’re dreaming of changing leaves, hot chocolate by fireplaces and the upcoming holidays. In the spirit of sharing the warm fuzzies, we’ve just released some major new developments that will make accountants’ hearts sing. Take a look at some of the highlights from the newest version of Tallie’s expense report software and let us know what you think!

Expanded & Enhanced Duplicate Management Tools

After speaking with many of our clients, we discovered that there were a few key areas where we could provide meaningful enhancements to your experience with managing duplicate expenses.

Review All Duplicates at Once
Gone are the days where you must search the page for any orange Possible Duplicates flag. Clicking on one duplicate pair will bring up a lightbox that will allow you to review all duplicate pairs on the page sequentially, without having to leave that view.

Expense report software duplicate detection

Differentiate Between User-Rejected Pairs and User-Ignored Pairs
Approvers and finance teams have historically been notified of possible duplicate pairs, no matter whether the original submitter ignored the flag or dismissed the flag. In order to cut down on noise and provide an additional layer of meaningful visibility, approvers and admins will now see a gray “Not Duplicates” flag which indicates when the submitter rejected a possible duplicate pair. The traditional orange “Possible Duplicates” flag will remain in place whenever a submitter has chosen to ignore the flag and submit anyway.

Expense Report Software User Rejected Duplicates

Duplicate Resolution Rights Granted to Approvers and Administrators
In the past, approvers and finance teams could only review expenses flagged as duplicates, but could not resolve them. This created a process requiring an expense report rejection, a delay for the submitter to resolve the issue, then a restart of the approval process. In order to cut out unnecessary delays, approvers can now merge expenses they believe to be duplicates and administrators can merge or delete duplicates. Furthermore, if the duplicate flag was rejected by the original submitter (see section above), approvers and administrators can override that decision.

Expense Report Software Duplicate Decision Override

Now Offering Automated Data Transfer for ANY System

We’ve often gotten requests during implementation for custom integrations with on-premise solutions like Microsoft Dynamics GP, Oracle or practice management systems. We’re thrilled to announce that this release includes the capability to establish an automated data transfer process between Tallie and any non-integrated system via sFTP scripted file transfer.

Expense Report Software File Upload Templates

On the Tallie side, the setup couldn’t be easier. Any account can be configured to receive data via sFTP simply by flipping a switch. Once sFTP is activated, Tallie provides you with standardized data template files as well as a custom username/password combination for Tallie’s sFTP server. You can then implement a scripting process in your system to pull data out in a format compatible with the template files and deliver updates to Tallie on a regular basis.

If you are interested in configuring your system to for automated data transfer with Tallie, please reach out to our Product Experts at support@usetallie.com who can guide you through the process or connect you with a VAR who is experienced with scripting data retrieval from your system.

Learn more about how Tallie develops expense report software integrations.

Additional Product Updates

Streamlined Expense Report Header
Many of you take advantage of our corporate credit card auto-bundling feature, which offers automated expense report creation per credit card per statement. We’ve updated the naming convention for those reports so they’re easier to organize and compare. Plus, we’ve added a “sticky” header for all expense reports, so the title and control functions are visible as you scroll.

Expense Report Software Credit Card Statement

Brand New TallieConnect for QuickBooks for Windows Customers
TallieConnect is our proprietary syncing engine that allows for instant data transfer between Tallie and QuickBooks for Windows. The newest version brings a lot of great features including: Hosted Environment mode, instant activity-based sync back to Tallie when a change is made in QuickBooks (provided TallieConnect is running), ability to auto-upgrade TallieConnect versions in the future, and much more. Please download and install the most recent version from your Settings home page as soon as possible.

Expense Report Software Updated QuickBooks Sync Engine

Custom Memo Support for Items
Typically, payment memos on bills, checks and credit card charges are populated with Item Description, a field that is synced between Tallie and your accounting or bill pay system. However, we’ve received many requests to be able to customize the memo based on the specific transaction. We now offer customization on both the individual Item and the Export Settings pages. This feature is compatible with every Tallie integration, which includes QuickBooks for Windows, QuickBooks Online, Xero, Bill.com and Intacct.

Expense Report Software Custom Memo for Items

We want your feedback! Let us know how these updates to our expense report software experience help your team and its workflow. Reach out to our Product Expert team at support@usetallie.com or by calling 888-874-1118 Ext 2.

Free Webinar: Helping Clients Benefit From True Automated Expense Management Cloud Technology

Join Tallie CEO Chris Farrell alongside Boomer Consulting CIO & Shareholder Jim Boomer for a free special presentation!

Learn how the future of the accounting industry, the right tools, and best practices will allow you to thrive and eliminate your competition.

Turnkey client toolkits that effectively transition clients to cloud-based accounting services.

Tallie is an industry-trusted business expense report automation software solution that streamlines the entire expense management process—from point of purchase to accounting and reimbursement. Tallie automates the management and tracking of expenses through a suite of enterprise-grade policy compliance, internal control, and analytics tools.

In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, Tallie has developed mobile-enabled solutions for comprehensive data capture, intelligent transaction categorization, robust approval controls and seamless accounting integration.
Who Should Attend?
The accounting industry. Firm employees, Partners, Consultants, CPA practitioners, financial partners.

Register Today!

Wednesday, Nov. 4th
12 – 1 pm EST

Reserve your spot today

Tallie Expense Report Software November Training Schedule

Throughout the month of November, we are offering weekly webinars to ensure you get the most out of our expense report software.

These webinars provide free training for employees, administrators, approvers, and accountants. Lasting between 15 and 30 minutes, each training session is packed with information ranging from product guidance to live Q&A with Tallie Product Experts. Make sure to take advantage of our special webinar topics available in the month of November! Tune in next month for more special webinars.

Register for a free November webinar below!

TALLIE USER TRAINING

  1. Walk through the creation of a Tallie expense report.
  2. Share the tips and tricks to create your expense report in minutes.
  3. Answer any and every Tallie question you have.

Register:

Tuesday 11/3 8:30 – 9:00 am PST

Tuesday 11/10 8:30 – 9:00 am PST

Tuesday 11/17 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 11/24 8:30 – 9:00 am PST

APPROVER TRAINING

  1. Walk through the expense report approval process within Tallie.
  2. Show the expense report edit feature for specified approvers.
  3. Answer any and every Tallie question you have.

Register:

Thursday 11/19 8:30 – 9:00 am PST

ACCOUNTANT TRAINING

  1. Provide a tour of the Tallie Accountant Portal.
  2. Walk through the client account management process within the Accountant Portal.
  3. Show how Tallie streamlines your accounting workflow with 1-click multi-point export and bi-directional accounting system integration.
  4. Answer any and every Tallie question you have.

Register:

Thursday 11/12 8:30 – 9:00 am PST 

ADMINISTRATOR TRAINING

  1. Walk through how to set custom policies and approval levels within Tallie.
  2. Show how Tallie streamlines your expense workflow with multi-point data export and bi-directional accounting system integration.
  3. Answer any and every Tallie question you have.

Register:

 Thursday 11/05 8:30 – 9:00 am PST

 

If you have any questions about Tallie’s expense report software between now and your chosen training webinar, please don’t hesitate to contact our Product Expert Team directly at support@usetallie.com or 888-874-1118 Ext 2. We hope to see you there!

Tallie Expense Report Software October Training Schedule

Throughout the month of October, we’re continuing to offer free weekly webinars to ensure you get the most out of our expense report software.

These webinars provide free training for employees, managers, and accountants alike. Lasting between 15 and 30 minutes, each training session is packed with information ranging from product guidance to live Q&A with Tallie Product Experts. Take advantage of our special webinar topics available only in the month of October! Tune in next month for more special webinars.

Register for a free October webinar below!

TALLIE USER TRAINING

  1. Walk through the creation of a Tallie expense report.
  2. Share the tips and tricks to create your expense report in a few minutes.
  3. Answer any and every Tallie question you have.

Register:

Tuesday 10/6 8:30 – 9:00 am PST

Tuesday 10/13 8:30 – 9:00 am PST

Tuesday 10/20 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 10/27 8:30 – 9:00 am PST

APPROVER TRAINING

  1. Walk through the expense report approval process within Tallie.
  2. Show the expense report edit feature for specified approvers.
  3. Answer any and every Tallie question you have.

Register:

Thursday 10/15 8:30 – 9:00 am PST

ACCOUNTANT TRAINING

  1. Provide a tour of the Tallie Accountant Portal.
  2. Walk through the client account management process within the Accountant Portal.
  3. Show how Tallie streamlines your accounting workflow with 1-click multi-point export and bi-directional accounting system integration.
  4. Answer any and every Tallie question you have.

Register:

Thursday 10/8 8:30 – 9:00 am PST 

Thursday 10/22 8:30 – 9:00 am PST

 

If you have any questions about Tallie’s expense report software between now and your chosen training webinar, please don’t hesitate to contact our Product Expert Team directly at support@usetallie.com or 888-874-1118 Ext 2. We hope to see you there!

How Has Tallie’s Expense Report Software Brought More Success to PubNub?

“It’s the difference between postponing my expense report – sometimes indefinitely – and getting it all done in a few minutes.”

We love hearing back from our customers after our expense report software is fully implemented. They often tell stories how of how they are thriving from the time, paper, and stress saving benefits of Tallie. We want to highlight a story in particular with you from our friends at PubNub. Below we have a chat with Assaf, Kristen, and Joe about PubNub and their experiences with using Tallie to process their expense reports.

IMG_1510 (1)

Left to Right: Assaf, Joe, Kristen

What does PubNub do?

Joe: PubNub is a secure global Data Stream Network (DSN) and easy to use API that enables our customers to build, scale, and manage real-time functionality for their applications and IoT devices. With over 60 SDKs for every platform, guaranteed 250ms worldwide data transfer times, and scalability for hundreds of millions of devices, PubNub’s unique infrastructure gives you the ability to easily build and operate world-class real-time applications and IoT devices. PubNub is headquartered in San Francisco.

For more about realtime and PubNub explained in the simplest way, check out the PubNub blog.

What makes PubNub different?

Joe: We’re the only global data stream network, meaning we have 14 data centers across the globe, and data is replicated across all 14 points of presence. We also have 70+ SDKs, meaning PubNub works across web, mobile, and IoT applications.

When was PubNub founded?

Joe: 2009

How many expense reports does a user at PubNub process with Tallie?

Kristen: Users at PubNub process anywhere from one to ten expense reports with Tallie per month.

How long have you been using Tallie?

Kristen: We’ve been using Tallie here at PubNub for about a year and a half now, if I recall correctly.

What do you love most about Tallie? What makes Tallie the best expense management solution for you?

Kristen: I love that Tallie completely eliminated paper in our expense reporting process. I also love how easy it is to upload a receipt using the Tallie app.

Joe: To put it plain and simple, it’s the ease of use. No hoops to jump through, no lost reports, and getting reimbursed on time. It’s a truly wonderful experience for our team.

Assaf: It’s proactive because it reminds ME to submit an expense report. It connects to the credit card information I use for work related expenses. It’s a web tool, so there’s nothing to install, nothing to print, and it’s easy to track where it is in the approval stages. Plus, I enjoy their sense of humor: “Ready to get reimbursed?”

How much time have you saved with Tallie?

Assaf: More than time! It’s the difference between postponing my expense report – sometimes indefinitely – and getting it all done in few minutes. It also saves multiple trips to the copy machine and printer.

Kristen: More so than time – Tallie has saved me from many headaches.  Before Tallie, I had employees randomly throwing printed-out Excel spreadsheets and piles of receipts on my desk.  The entire expense process was completely unorganized and was creating a ton of extra work for me.

How much paper do your users save with Tallie?

Assaf: Depends on how good you are at building an efficient collage of receipts on a piece of letter size paper. I suck at this so… a lot!

What other tools do you use or recommend for use with Tallie?

Kristen: We like how Tallie syncs with Bill.com.  This allows us to immediately export employee expense reports from Tallie directly into our billing system.

Do you require your users to use Tallie for expense reports?

Kristen: Yes. If they want to be reimbursed, this is their only option.

How do you encourage users to use Tallie for expense reports?

Kristen: As mentioned above, this is the only way we process expenses so it’s not hard to encourage people use it when they want their money.

Joe: The platform really wasn’t hard to sell. As soon as our company saw how easy it was to use Tallie, there was no encouraging required. People wanted ease of use and time reimbursement, and that’s what Tallie provides us.

Thanks for reading! Come see how Tallie’s expense report software brought more success to PubNub – schedule a free and personal product demonstration with a member of our team today!

 

RSVP: You’re Invited to the Intacct VIP Lounge at Dreamforce 2015!

Join Tallie in the Intacct VIP Lounge at Dreamforce 2015
Tallie has you covered for your week in San Francisco!

We’ve reserved a spot for you at the Intacct VIP Lounge, where you can view the streamed keynotes, enjoy delicious food and drinks, book a meeting with an Intacct executive, or just come to party! While you’re there, why not take a few seconds to make a difference? Visit the Intacct Selfie Station and tweet using #IntacctGives. We’ll donate $10 per tweet to one of our participating charities.

Will we see you there?

RSVP for the Intacct VIP Lounge

Make the most of your time in the VIP Lounge—check out one of our VIP Sessions. Reserve you spot today! Seating is limited.

  • The Metrics that Matter: an Interactive Q&A with Sal DeTrane, CFO, MedeAnalytics
  • Manage Your Revenue Growth: Collaborative Revenue Planning for Sales & Finance
  • Ask the Experts: Intacct VIP Lounge Office Hours
  • Mission-Critical Considerations for the Cloud
  • Connected Financial Processes for Connected Nonprofits
  • The Key to Success is Having the Right Tools
  • Bring on the Growth: Connect Sales and Finance

We look forward to seeing you at the Intacct VIP Lounge where you can be a Dreamforce VIP. For more information, visit www.intacct.com/dreamforce.